Bequests, or naming the Wisconsin Environmental Education
Foundation as a beneficiary in your will or trust document, is the
most common form of planned giving. This is an opportunity to
provide for others beyond the limits of one's lifetime. For many, a
bequest is a means of making a much larger gift than possible while
you are still drawing an income from your investments. Such bequests
are generally exempt from federal or state estate taxes. A properly
planned bequest can even result in a larger estate passing on to
your heirs.
Many donors make specific bequests of property or allocate a
percent or dollar amount from their estate in their wills. Another
method would be to allocate "the residue" of your estate, or what is
remaining after all other bequests or terms of your will have been
met.
You can make a bequest to the Wisconsin Environmental Education
Foundation by inserting certain language in your will or trust
document. State laws pertaining to wills and bequests vary widely,
so please consult your attorney when including a bequest in your
will.
Other Planned Giving Options
Life Income Gifts
Life Insurance
Matching Gifts
Real Estate
Stock/Bonds/Securities